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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,893 | $154,228-43.7% | $145,433-40.3% | $137,256-36.7% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 34.57% | 74.59%-40.0pp | 66.58%-32.0pp | 220.34%-185.8pp |
| Employer contribution / active EE | $2,681 | $4,804-44.2% | $4,554-41.1% | $4,156-35.5% |
| Participant deferral / active EE | $12,972 | $8,216+57.9% | $7,897+64.3% | $6,407+102.5% |
| Admin fee / account holder | $407 | $14,344-97.2% | $13,129-96.9% | $12,270-96.7% |